DB Wealth Management Group’s iShares US Transportation ETF IYT Stock Holding History

DB Wealth Management Group’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-116	Closed	-$8K	–	351
2021 Q4	$8K	Hold	116	–	–	﹤0.01%	287
2021 Q3	$7K	Sell	116 -116	-50%	-$7.33K	﹤0.01%	285
2021 Q2	$15K	Buy	+232	New	+$15.5K	0.01%	241

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

DB Wealth Management Group's IYT Position: Q1 2022 in Review

DB Wealth Management Group sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 116 shares — an estimated $8K sold.

DB Wealth Management Group first reported a position in IYT in Q2 2021 and held it in 3 quarters. The position peaked at $15K in Q2 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

DB Wealth Management Group reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
DB Wealth Management Group sold 116 iShares US Transportation ETF shares in Q1 2022, an estimated $8K.
DB Wealth Management Group first reported a position in iShares US Transportation ETF in Q2 2021 and held it in 3 quarters.
DB Wealth Management Group's iShares US Transportation ETF position peaked at $15K in Q2 2021.
230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on DB Wealth Management Group's 13F filing for Q1 2022, filed 12 May 2022.